For the delivery of goods or the performance of a service, organisations receive a packing slip/service note in addition to a purchase invoice. With Blue10, it is possible to digitise the packing slip/service note immediately upon receipt and link it to the invoice. This allows a checker or an approver to check the invoice more carefully. In addition, all packing slips are easily retrievable in the digital archive. Want to know more about processing packing slips? Watch the video on the right.
With Blue10’s packing slip module, it is possible to import and process packing slips and purchase invoices separately. Blue10 automatically links the purchase invoice and packing slip together based on the purchase order and/or packing slip number.
How does the packing slip module work?
A packing slip goes through the following steps in Blue10:
- Importing a packing slip:
Easily import a packing slip using the Blue10 App or email it to a specific Blue10 email address dedicated to receiving only packing slips.
Note: Is no specific Blue10 email address set up for the document type packing slip? Then specify the Packing slip document type in the classify screen. - Validating a packing slip:
After importing the packing slip, it is available in the validate screen. To automatically link the packing slip, it is important to fill the Packing Slip Number/Purchase Order Number field. - Automatically link packing slip to purchase invoice:
It is not required to process the purchase invoice and packing slip at the same time. Blue10 can automatically link both documents based on the purchase order and/or packing slip number. - Approve purchase invoice with a packing slip:
While checking and approving for payment, a user can click on the Packing slips tab while on the Document detail page: Purchase to view the linked packing slip(s). It is then possible to check whether the goods/services delivered match the invoiced amount. - Archiving and retrieving a packing slip:
Via Packing Slip in the menu, the Document overview: Packing slip can be opened. From this overview, it is possible to search and open a packing slip for more details on the Document detail page: Packing slip.
Activate packing slip module in Blue10
A user with administrator rights can activate the packing list module:
- Go to Settings > Companies and open the desired company.
- Set the Use packing slip module field to Yes.
- Click on Save. After saving, the packing slip module is active.
